https://www.live-feeds.com/feed/morgan-stanley-issues-a-fresh-warning-about-ai-stocksContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/morgan-stanley-issues-a-fresh-warning-about-ai-stockshttps://www.live-feeds.com/feed/morgan-stanley-issues-a-fresh-warning-about-ai-stocks#u178592Thu, 05 Nov 2026 20:25:37 +0000Morgan Stanley has issued a warning regarding AI stocks while projecting massive capital requirements for the sector. CEO Ted Pick estimates AI infrastructure will cost between 10 trillion and 15 trillion US dollars over the next decade, though he describes the current phase of development as only the "second inning." Despite these long-term projections, the firm has identified immediate risks, including potential delays for an Nvidia data-center project in Ohio due to unconfirmed cloud rules and financing talks.Why it mattersThe scale of investment required for AI infrastructure imp